3G Sahana Capital Management as of Sept. 30, 2021
Portfolio Holdings for 3G Sahana Capital Management
3G Sahana Capital Management holds 10 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wabtec Corporation (WAB) | 29.3 | $256M | 3.0M | 86.21 | |
| Comcast Corporation (CMCSA) | 16.8 | $147M | 2.6M | 55.93 | |
| Marsh & McLennan Companies (MMC) | 8.9 | $78M | 517k | 151.43 | |
| Activision Blizzard | 8.8 | $77M | 997k | 77.39 | |
| Booking Holdings (BKNG) | 8.6 | $76M | 32k | 2373.87 | |
| Bath & Body Works In (BBWI) | 8.4 | $74M | 1.2M | 63.03 | |
| Liberty Broadband Cl C (LBRDK) | 6.2 | $54M | 315k | 172.70 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 6.0 | $53M | 72k | 727.57 | |
| Microsoft Corporation (MSFT) | 3.6 | $32M | 113k | 281.92 | |
| Comcast Corp New option Call Option | 3.2 | $28M | 500k | 55.93 |
